PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
BEI-UN.TO vs. KMP-UN.TO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BEI-UN.TO and KMP-UN.TO is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.4

Performance

BEI-UN.TO vs. KMP-UN.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Boardwalk Real Estate Investment Trust (BEI-UN.TO) and Killam Apartment Real Estate Investment Trust (KMP-UN.TO). The values are adjusted to include any dividend payments, if applicable.

0.00%20,000.00%40,000.00%60,000.00%80,000.00%OctoberNovemberDecember2025FebruaryMarch
6,500.59%
60,506.27%
BEI-UN.TO
KMP-UN.TO

Key characteristics

Sharpe Ratio

BEI-UN.TO:

-0.66

KMP-UN.TO:

-0.59

Sortino Ratio

BEI-UN.TO:

-0.81

KMP-UN.TO:

-0.75

Omega Ratio

BEI-UN.TO:

0.91

KMP-UN.TO:

0.92

Calmar Ratio

BEI-UN.TO:

-0.13

KMP-UN.TO:

-0.41

Martin Ratio

BEI-UN.TO:

-0.72

KMP-UN.TO:

-0.78

Ulcer Index

BEI-UN.TO:

17.53%

KMP-UN.TO:

13.60%

Daily Std Dev

BEI-UN.TO:

19.32%

KMP-UN.TO:

18.12%

Max Drawdown

BEI-UN.TO:

-100.00%

KMP-UN.TO:

-95.19%

Current Drawdown

BEI-UN.TO:

-99.87%

KMP-UN.TO:

-22.92%

Fundamentals

Market Cap

BEI-UN.TO:

CA$3.52B

KMP-UN.TO:

CA$2.06B

EPS

BEI-UN.TO:

CA$10.41

KMP-UN.TO:

CA$5.58

PE Ratio

BEI-UN.TO:

6.29

KMP-UN.TO:

2.99

Total Revenue (TTM)

BEI-UN.TO:

CA$603.29M

KMP-UN.TO:

CA$366.26M

Gross Profit (TTM)

BEI-UN.TO:

CA$379.77M

KMP-UN.TO:

CA$241.54M

EBITDA (TTM)

BEI-UN.TO:

CA$246.59M

KMP-UN.TO:

CA$202.49M

Returns By Period

In the year-to-date period, BEI-UN.TO achieves a 2.35% return, which is significantly higher than KMP-UN.TO's -2.46% return. Over the past 10 years, BEI-UN.TO has underperformed KMP-UN.TO with an annualized return of 6.92%, while KMP-UN.TO has yielded a comparatively higher 8.88% annualized return.


BEI-UN.TO

YTD

2.35%

1M

2.65%

6M

-23.65%

1Y

-12.47%

5Y*

10.90%

10Y*

6.92%

KMP-UN.TO

YTD

-2.46%

1M

0.91%

6M

-18.49%

1Y

-10.71%

5Y*

-2.84%

10Y*

8.88%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

BEI-UN.TO vs. KMP-UN.TO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BEI-UN.TO
The Risk-Adjusted Performance Rank of BEI-UN.TO is 2525
Overall Rank
The Sharpe Ratio Rank of BEI-UN.TO is 1515
Sharpe Ratio Rank
The Sortino Ratio Rank of BEI-UN.TO is 1616
Sortino Ratio Rank
The Omega Ratio Rank of BEI-UN.TO is 1818
Omega Ratio Rank
The Calmar Ratio Rank of BEI-UN.TO is 4141
Calmar Ratio Rank
The Martin Ratio Rank of BEI-UN.TO is 3434
Martin Ratio Rank

KMP-UN.TO
The Risk-Adjusted Performance Rank of KMP-UN.TO is 2222
Overall Rank
The Sharpe Ratio Rank of KMP-UN.TO is 1818
Sharpe Ratio Rank
The Sortino Ratio Rank of KMP-UN.TO is 1717
Sortino Ratio Rank
The Omega Ratio Rank of KMP-UN.TO is 2020
Omega Ratio Rank
The Calmar Ratio Rank of KMP-UN.TO is 2424
Calmar Ratio Rank
The Martin Ratio Rank of KMP-UN.TO is 3232
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BEI-UN.TO vs. KMP-UN.TO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Boardwalk Real Estate Investment Trust (BEI-UN.TO) and Killam Apartment Real Estate Investment Trust (KMP-UN.TO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for BEI-UN.TO, currently valued at -0.91, compared to the broader market-3.00-2.00-1.000.001.002.003.00-0.91-0.84
The chart of Sortino ratio for BEI-UN.TO, currently valued at -1.16, compared to the broader market-4.00-2.000.002.004.00-1.16-1.14
The chart of Omega ratio for BEI-UN.TO, currently valued at 0.87, compared to the broader market0.501.001.502.000.870.88
The chart of Calmar ratio for BEI-UN.TO, currently valued at -0.52, compared to the broader market0.001.002.003.004.005.00-0.52-0.52
The chart of Martin ratio for BEI-UN.TO, currently valued at -0.97, compared to the broader market0.005.0010.0015.0020.00-0.97-1.07
BEI-UN.TO
KMP-UN.TO

The current BEI-UN.TO Sharpe Ratio is -0.66, which is comparable to the KMP-UN.TO Sharpe Ratio of -0.59. The chart below compares the historical Sharpe Ratios of BEI-UN.TO and KMP-UN.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.50OctoberNovemberDecember2025FebruaryMarch
-0.91
-0.84
BEI-UN.TO
KMP-UN.TO

Dividends

BEI-UN.TO vs. KMP-UN.TO - Dividend Comparison

BEI-UN.TO's dividend yield for the trailing twelve months is around 2.20%, less than KMP-UN.TO's 2.45% yield.


TTM20242023202220212020201920182017201620152014
BEI-UN.TO
Boardwalk Real Estate Investment Trust
2.22%2.18%1.64%2.16%3.81%6.49%4.76%5.79%11.42%10.03%9.40%11.60%
KMP-UN.TO
Killam Apartment Real Estate Investment Trust
2.44%3.07%3.90%4.32%2.91%3.95%3.47%3.99%4.34%5.03%5.71%5.85%

Drawdowns

BEI-UN.TO vs. KMP-UN.TO - Drawdown Comparison

The maximum BEI-UN.TO drawdown since its inception was -100.00%, which is greater than KMP-UN.TO's maximum drawdown of -95.19%. Use the drawdown chart below to compare losses from any high point for BEI-UN.TO and KMP-UN.TO. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2025FebruaryMarch
-32.13%
-30.50%
BEI-UN.TO
KMP-UN.TO

Volatility

BEI-UN.TO vs. KMP-UN.TO - Volatility Comparison

The current volatility for Boardwalk Real Estate Investment Trust (BEI-UN.TO) is 5.72%, while Killam Apartment Real Estate Investment Trust (KMP-UN.TO) has a volatility of 6.76%. This indicates that BEI-UN.TO experiences smaller price fluctuations and is considered to be less risky than KMP-UN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%5.00%6.00%7.00%8.00%9.00%OctoberNovemberDecember2025FebruaryMarch
5.72%
6.76%
BEI-UN.TO
KMP-UN.TO

Financials

BEI-UN.TO vs. KMP-UN.TO - Financials Comparison

This section allows you to compare key financial metrics between Boardwalk Real Estate Investment Trust and Killam Apartment Real Estate Investment Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in CAD except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab